How do I set up my services in the Partner Portal?

Articles in this section

• How do I set up my services in the Partner Portal?
• How do I configure my client surveys?
• How do I set up Report Covers ?
• How do I direct property statements straight to the portal?
• How do I set up a Super Review?
• How do I set up a Debt Review?
• How to use Cashflow to meet your Best Interest Duty obligations